Previous 10 | Next 10 |
Lone Pine Capital’s 13F portfolio value decreased from $31.03B to $29.68B. The number of positions increased from 36 to 39. They increased Twitter, Workday, and KE Holdings while dropping Global Payments and Mastercard. The top three positions are Shopify, Snap, and DoorDas...
Robert Karr's 13F portfolio value increased ~6% from ~$704M to ~$744M this quarter. Joho Capital increased Alibaba Group Holdings and Global Payments while dropping Ceridian HCM Holding. The top three positions are Microsoft, Alibaba Group Holdings, and Global Payments. They add u...
Goldman Sachs identifies the payment and financial transaction stocks that are likely to move in an index resuffle and the changes in the growth prospects. "Index providers S&P and MSCI propose in early 2022 to change industry classifications that will mainly affect the Technology and Fin...
Raymond James looks at stocks that may have been unfairly punished by investors looking to realize capital losses. "We have sorted Raymond James coverage universe, and included stocks that have underperformed the S&P 500 (SP500) (NYSEARCA:SPY) by 10% or more in the past two months, and ar...
The company has an excellent track record of consistent growth. Above-average growth, coupled with a reasonable valuation, should deliver stellar returns. Free cash flow, stock chart performance and operating earnings are suggesting that the company is valued at attractive prices....
Global Payments Inc. (NYSE: GPN), a leading worldwide provider of payment technology and software solutions, announced today that Jeff Sloan, Chief Executive Officer, will present virtually at the UBS Global TMT Conference at 8 a.m. ET on Tuesday, December 7, 2021. Interested partie...
With markets finally correcting, there are opportunities in various sectors. I sold the portfolio's position in Unity Software this month, freeing up more cash for reinvestment. Among the buys, I started new positions in Visa and StoneCo. For further details see: IMF Nov...
If you subscribe to the "trend is your friend" school of investing, Affirm Holdings (NASDAQ:AFRM) and Adyen (OTCPK:ADYEY) appear headed for higher ground, and may be particularly encouraging as holiday shopping season kicks into high gear. In the year-to-date, Affirm's (AFRM) (+41%) and Adyen...
Jeremy Grantham’s 13F portfolio value increased from $20.05B to $20.22B this quarter. GMO Capital increased Cigna and Constellation Brands while reducing Accenture plc, American Express, Alibaba Group Holding, and Baidu. The largest three individual stock positions are Micr...
Paysafe stock has gotten slaughtered; shares are down from a 52-week high of $18 to just $4 now. The company is now selling at an enterprise value below where private equity purchased the company in 2017. This valuation is silly; the market has drastically overreacted to short-ter...
News, Short Squeeze, Breakout and More Instantly...
Global Payments Inc. (NYSE: GPN), a leading worldwide provider of payment technology and software solutions, will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. Global Payments’ management will host a live audio webcast to discuss th...
2024-07-08 20:58:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...